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Roseville, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-03 |
| CA | RA | APPROVED | 2023-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olivehurst Advisors Llc | Roseville | CA | 08/2023 | Present |
| Tailored Partners Llc | Roseville | CA | 07/2012 | Present |
Name: Tailored Partners LLC Not investment related Address: 3113 Quincy Ave, Roseville, CA, 95747 Nature: Interim CFO Consulting Title: Managing Partner Start date: 07/2012 Hours per month: 120 hours per month Hours per month during securities trading hours: 100 hours per month Duties: Interim CFO Consulting for businesses
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-10 |
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